Sundaram Low Duration Fund · Regular · Growth
NAV
₹3658.8494
as of 16 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹463 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.20%
- 3Y
- +6.55%
- 5Y
- +5.78%
- Since Inception
- +5.92%
SIP returns (XIRR)
- 1Y
- +5.41%
- 3Y
- +6.33%
- 5Y
- +6.27%
- Since Inception
- +5.66%
Returns calculated from 26 December 2011 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,61,356 today — ₹6,00,000 invested, 4.7% XIRR.
₹6,00,000
Invested
₹7,61,356
Value today
4.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,49,594 today (4.1% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹7,34,588.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹1,40,812 today (1.41×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.06
Sharpe Ratio
—
Alpha
—
Beta
0.07
Sortino
0.55%
Std Dev
-0.25%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Sundaram Low Duration Fund · Regular · Growth by Sundaram Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.
About This Fund
Sundaram Low Duration Fund · Regular · Growth is a Low Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹463 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Low Duration Debt Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations